Strategy Implementation Talent Solutions
Wealth Management Innovation

Let's drive wealth tech
together

We’ve been doing it successfully for decades

 
 
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What We Do

F2 Strategy addresses the widening gap between expectations of affluent clients and their wealth management experience.

Our perspective comes from a long history of innovation and transformative technical projects within major financial institutions. We’ve led organizations through revolutionary initiatives such as robo-advisor integration, paperless client onboarding, portfolio management automation, digital client engagement, and many other areas currently challenging our industry.

 
 
 
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How We Help
 
 
 

  • Doug is a wealth-tech unicorn. He has an innate sense of how technology is transforming wealth management, in particular how advisor and client roles and expectations are changing. Perhaps more importantly, he has the rare experience to appreciate the complexities for large institutions to respond strategically. Professional, yet friendly, it has been a joy working with Doug.

    – Edwin Choi Founder at Capitect and Mariposa Capital Management

  • Few people have a deep understanding of the complexities of wealth management or a valuable perspective around how to maximize technology. Doug Fritz is a refreshing change in the industry. Every time I meet with him I learn a tremendous amount and it always has a positive benefit on my business.

    – Greg Friedman President CEO Private Ocean Wealth Management; President, CEO Junxure

  • When it comes to wealth technology strategy there are lots of firms that talk a good game, but Doug Fritz helps you make it happen. I’ve had the pleasure of knowing and interacting with him for several years and his insight and experience have always been helpful. I would recommend working with Doug if you need help making a material impact on your firm’s pace of innovation, scale or client experience.

    – Mojgan Nowain Senior Technology Executive

  • I worked with Doug while I was the Deputy Chief Investment Officer for Wells Fargo Wealth Management. Doug brought a unique skill set of wealth management knowledge and technology insight to our team. He was able to identify how we can improve our business by improving our client's experience through technology. Doug pinpointed opportunities, designed solutions, and most importantly knew how to execute. He provided me personally with fresh, unique ideas to help my management of a complex financial services firm.

    – Ron Florance President at RMF Consulting

  • Doug is a great resource for any size financial institution looking for a partner to define and shape their digital wealth management strategy. His proven experience of driving innovation through fintech partnerships while successfully navigating the complexities with dated technologies/processes at large FIs make him a very unique and valuable individual. His deep industry knowledge, pulse on trends, and a strong industry rolodex position him as an ideal partner.

    –Kaushal Pandia Director of Enterprise Solutions at FutureAdvisor

 
Strategic Partners
Our Latest Insights
 
Featured
Plaid's Purchase of Quovo Raises Questions
Plaid's Purchase of Quovo Raises Questions

CEO Doug Fritz shares insights into this merger.

Read More →
What's the Secret Sauce that Makes the Best Onboarding Software?
What's the Secret Sauce that Makes the Best Onboarding Software?
Read More →
Morgan Stanley Aims to Make Its Advisors More Visible On the Web
Morgan Stanley Aims to Make Its Advisors More Visible On the Web

The bank's wealth management business has partnered with Yext to help it manage digital information and drive potential clients to the firm.

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The Myth of the Non-Digital Boomer
The Myth of the Non-Digital Boomer

This is the first of four more in-depth dives into findings from Wealthmanagement.com’s 2018 survey on advisor technology trends

Read More →
Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey
Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey

The digital expectations of older client segments might just surprise you and it could end up being to the detriment of your firm

Read More →
Schwab Abandons Plan to Build Multi-Custodial Portfolio Management Tool
Schwab Abandons Plan to Build Multi-Custodial Portfolio Management Tool

It looks like more egg on the face for the custodian, which has struggled to maintain a consistent strategy providing adviser technology

Read More →
Events

WM.Com 2018 Industry Awards
September 13, 2018 NYC
Judge & Panel Leader

Doug Fritz on Continuous Innovation
VIDEO: InvestCloud Conference
February 2018 Las Vegas

Digital Banking 2018 | American Banker Conference
June 6 - 8, 2018 Austin, TX
Roundtable Moderator

In|Vest 2018 - Innovations in Investing, Saving & Advice
July 10-11, 2018
NYC
Featured Speaker

Fintech Festival
February 6 - 8, 2018
Attendee & Speaker

InvestCloud 2017 User Conference
February 26 - 28, 2018
Las Vegas
Featured Speaker

Junxure 2017 Advisor Conference
September 28 & 29, 2017
Aria, Las Vegas, NV
Sponsor & Speaker

WealthManagement.com 2017 Executive Forum and Industry Awards
October 11, 2017
The Plaza Hotel, New York, NY
Featured Speaker & Host